- What It Does
- Keeps your business name, legal name, email, phone, address, website, logo, hours, time zone and Business Type in one place.
- What It Changes
- Customers see these on estimates, invoices and Order Sheets, in email footers and in texts that use [company_name], [company_phone] and the other tags, and on the welcome, sign-in and Customer Portal pages. Your team sees the logo and app name in the menu. Business Type sets your default words.
- How to Use
- Fill in the name, email and phone customers should use.
- Add your logo and check how the menu and sign-in look.
- Click Save Company, then send yourself a test email to see the footer.